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The Fiscal Periods Setup window allows you to change the First Day and Last Day of a year that is already setup and has transactions entered for it. Because of this, it is very important for you to enter the correct Year along with the correct First Day and Last Day.
A. To prevent end users from accessing this window, please use Field Level Security or modify the Security Task(s) that have access to this window as appropriate. If you are going to use Field Level Security, please look at Step A1. If you are going to modify a Security Task(s) or a Security Role(s), please look at Step A2.
1. To prevent end users from clicking the Calculate button in the Fiscal Periods Setup window, please do the following:
a. On the Microsoft Dynamics GP Menu, point to Tools, point to Setup, point to System, and then click Field Level Security.b. In the Field Level Security window, click the User ID, the Company Name, and click Add.c. In the Field Security Maintenance window, please do the following:
i. Enter a Field Security ID and Description.ii. Click the Product Name lookup button.iii. In the Resource Explorer window, expand Microsoft Dynamics GP, expand Company, expand Fiscal Periods Setup, and then click Main: Fiscal Periods Setup.iv. In the Display Name list, click Calculate Button, and then click OK.v. Back in the Field Security Maintenance window, select the Security Mode you would like (for example, Password Before), select a Password ID, and then click Save.
d. In the Field Level Security window, check the check box for the Field Security ID you created, click Apply, and then click OK.e. This User ID for the Company you selected should be prompted to enter the password you created before they can click the Calculate button in the Fiscal Periods Setup window.
Note: We have a KB article regarding frequently asked questions about Advanced Security and about Field Level Security in Microsoft Dynamics GP. It is KB ID 894705 and the link to it is: http://support.microsoft.com/kb/894705
2. To prevent end users from accessing this window, please modify the Security Task(s) that have access to this window as appropriate.
a. Here is a script you can run in SQL Server Management Studio to see what Security Tasks and Security Roles currently have access to the Fiscal Periods Setup window:
SELECT ISNULL(A.SECURITYROLEID,'') AS SECURITYROLEID, ISNULL(M.SECURITYROLENAME,'') AS SECURITYROLENAME, --ISNULL(M.SECURITYROLEDESC,'') AS SECURITYROLEDESC, ISNULL(O.SECURITYTASKID,'') AS SECURITYTASKID, ISNULL(T.SECURITYTASKNAME,'') AS SECURITYTASKNAME, --ISNULL(T.SECURITYTASKDESC,'') AS SECURITYTASKDESC, R.PRODNAME, R.TYPESTR, R.DSPLNAME, R.RESTECHNAME, R.DICTID, R.SECRESTYPE, R.SECURITYIDFROM DYNAMICS.dbo.SY09400 RFULL JOIN DYNAMICS.dbo.SY10700 O ON R.DICTID = O.DICTID AND O.SECRESTYPE = R.SECRESTYPE AND O.SECURITYID = R.SECURITYIDFULL JOIN DYNAMICS.dbo.SY09000 T ON T.SECURITYTASKID = O.SECURITYTASKIDFULL JOIN DYNAMICS.dbo.SY10600 A ON A.SECURITYTASKID = T.SECURITYTASKIDFULL JOIN DYNAMICS.dbo.SY09100 M ON M.SECURITYROLEID = A.SECURITYROLEIDWHERE R.DSPLNAME like '%Fiscal Periods Setup%'
b. If results are returned with the script in Step 2a, go to Step 2c. If no results are returned with the script in Step 1a, please do the following steps:
i. On the Microsoft Dynamics GP Menu, point to Maintenance, and then click Clear Data. ii. In the Clear Data window, click Display, and then click Physical. iii. Select System for the Series, click Security Resource Descriptions in the Tables list, click Insert, and then click OK.iv. Run the script in Step 1a again.
c. To edit the Security Task in Dynamics GP, on the Microsoft Dynamics GP Menu, click Tools, click Setup, click System and then click Security Tasks.
Note: We have a KB article regarding frequently asked questions about role-based security in Microsoft Dynamics GP. It is KB ID 951229 and the link to it is: http://support.microsoft.com/kb/951229/de
B. If the Year field in the Fiscal Periods Setup window does need to be changed, you may be able to use the Fiscal Period Modifier Tools in Professional Services Tools Library to change it.
1. Please contact your partner to get the Professional Services Tools Library download from the following link:
2. You can find information on the Fiscal Period Modifier Tool in the ProfServicesToolsLibrary.pdf file located in the Dynamics GP Code folder > Documentation. There are two KB articles that give information about the Fiscal Period Modifier Tool as well. They are as follows:
a. 855493 Description of the Fiscal Period Modifier tool in Microsoft Dynamics GPhttp://support.microsoft.com/kb/855493/deb. 859205 The Open Year button in the Fiscal Period Modifierhttps://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;en-US;859205
Note: The Fiscal Period Modifier tool cannot be used to move historical transactions in the GL30000 table (Account Transaction History) to the GL20000 table (Year-to-Date Transaction Open).
C. If you accidentally changed the First Day and Last Day for a Year that already had data in it and you have posted new transactions for a date within that First Day and Last Day, your options are as follows:
1. If the year you changed was an open year, you may be able to the Fiscal Period Modifier Tool to correct the situation.
2. If the year you changed was a historical year, you can either restore or contact Microsoft to do a GL Year End Undo Advisory Service. Your Partner can contact Advisory Services through either phone or email:
a. Phone: 800-MPN-SOLVE or b. Email: email@example.com
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